Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
HISTORIC SUGARTOWN INCORPORATED
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1423
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MALVERN, PA19355
A Employer identification number

23-2215382
B Telephone number (see instructions)

(610) 296-5497
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,002,946J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 158,130
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 1,832 1,832 1,832
4 Dividends and interest from securities...      
5a Gross rents............ 74,460 74,460 74,460
b Net rental income or (loss) -35,062
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 30,747 0 30,747
12 Total. Add lines 1 through 11........ 265,169 76,292 107,039
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 58,100 5,810 5,810 46,480
14 Other employee salaries and wages...... 45,378 4,538 4,537 36,303
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 632 0 0 632
b Accounting fees (attach schedule)....... Click to see attachment 20,155 0 0 20,155
c Other professional fees (attach schedule)....        
17 Interest............... 162 32 32 98
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,841 3,791 0 15,050
19 Depreciation (attach schedule) and depletion... Click to see attachment 178,878 69,762 109,116
20 Occupancy.............. 20,251 3,640 3,641 12,970
21 Travel, conferences, and meetings....... 3,386 0 0 3,386
22 Printing and publications.......... 2,942 0 0 2,942
23 Other expenses (attach schedule)....... Click to see attachment 96,343 9,002 15,545 71,796
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 445,068 96,575 138,681 209,812
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 445,068 96,575 138,681 209,812
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -179,899
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 437,104 375,394 375,394
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,230    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 9,047 11,333 11,333
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 226,895 Click to see attachment226,822 226,822
14 Land, buildings, and equipment: basis bullet7,443,644
Less: accumulated depreciation (attach schedule) bullet2,431,359 5,151,867 Click to see attachment5,012,285 5,012,285
15 Other assets (describe bullet) Click to see attachment377,112 Click to see attachment377,112 Click to see attachment377,112
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,203,255 6,002,946 6,002,946
Liabilities 17 Accounts payable and accrued expenses.......... 10,447 2,046
18 Grants payable..................    
19 Deferred revenue................. 4,065 2,561
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 9,534  
22 Other liabilities (describe bullet) Click to see attachment6,590 Click to see attachment5,691
23 Total liabilities (add lines 17 through 22)......... 30,636 10,298
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 5,948,224 5,773,475
25 Temporarily restricted............... 5,150 0
26 Permanently restricted............... 219,245 219,173
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 6,172,619 5,992,648
31 Total liabilities and net assets/fund balances (see instructions). 6,203,255 6,002,946
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,172,619
2
Enter amount from Part I, line 27a .....................
2
-179,899
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,709
4
Add lines 1, 2, and 3 ..........................
4
5,998,429
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,781
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,992,648
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 175,414 992,401 0.176757
2013 194,528 953,067 0.204107
2012 135,376 881,857 0.153512
2011 115,660 808,356 0.143081
2010 112,478 740,893 0.151814
2
Total of line 1, column (d) .....................
20.829271
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.165854
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
980,576
5
Multiply line 4 by line 3......................
5
162,632
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
162,632
8
Enter qualifying distributions from Part XII, line 4.............
8
209,812
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMANAGEMENT Telephone no.bullet (610) 640-2667

    Located atbullet690 SUGARTOWN ROADMALVERNPA ZIP+4bullet19355
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PENELOPE P WILSON BOARD MEMBER
    1.00     		0 0 0
    1317 NORTH VALLEY ROAD
    MALVERN,PA19355
    JOHN C NAGY JR PRESIDENT
    1.00     		0 0 0
    19 ASHLAWN ROAD
    MALVERN,PA19355
    THOMAS A DIOTTAVIO BOARD MEMBER
    1.00     		0 0 0
    1464 CREEK ROAD
    GLENMOORE,PA19343
    TIMOTHY COLDREN BOARD MEMBER
    1.00     		0 0 0
    723 EAST VIRGINIA AVE
    WEST CHESTER,PA19380
    ROBERT T LANGE JR BOARD MEMBER
    1.00     		0 0 0
    640 SUGARTOWN ROAD
    MALVERN,PA19355
    DR ANTHONY J PALMACCIO JR BOARD MEMBER
    1.00     		0 0 0
    12 COURT RUN
    MALVERN,PA19355
    DONALD B SCHOLL BOARD MEMBER
    1.00     		0 0 0
    895 COPES LANE
    WEST CHESTER,PA19380
    RONALD D'ANGELI BOARD MEMBER
    1.00     		0 0 0
    258 SPRING ROAD
    MALVERN,PA19335
    BASEL FRENS VICE PRESIDENT
    1.00     		0 0 0
    126 WEST BARNARD STREET
    WEST CHESTER,PA19382
    ELIZABETH R MORAN FORMER BOARD MEMBER
    1.00     		0 0 0
    314 SOUTH VALLEY ROAD
    PAOLI,PA19301
    HEATHER P REIFFER EXECUTIVE DIRECTOR
    40.00     		54,500 3,600 0
    939 ELMWOOD AVE
    WEST CHESTER,PA19380
    NANCY EALES SECRETARY
    1.00     		0 0 0
    402 DUTTON MILL ROAD
    MALVERN,PA19355
    MATTHEW LOVEJOY TREASURER
    1.00     		0 0 0
    356 VALLEY ROAD
    MEDIA,PA19063
    NICOLE LYDDANE BOARD MEMBER
    1.00     		0 0 0
    119 WEST UNION STREET 2ND FLOOR
    WEST CHESTER,PA19382
    KATE ERMILIO BOARD MEMBER
    1.00     		0 0 0
    14 FOXCHASE ROAD
    MALVERN,PA19355
    ANDREW FLAHERTY BOARD MEMBER
    1.00     		0 0 0
    699 SUGARTOWN ROAD
    MALVERN,PA19355
    MICHAEL PILLAGALI BOARD MEMBER
    1.00     		0 0 0
    924 NORTH HILL DRIVE
    WEST CHESTER,PA19380
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PRESERVATION OF HISTORICAL PROPERTY AND DEVELOPMENT OF HISTORY-BASED EDUCATIONAL PROGRAMS FOR THE PUBLIC. 431,976
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    226,859
    b
    Average of monthly cash balances.......................
    1b
    406,249
    c
    Fair market value of all other assets (see instructions)................
    1c
    362,401
    d
    Total (add lines 1a, b, and c).........................
    1d
    995,509
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    995,509
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,933
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    980,576
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,029
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    209,812
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    209,812
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    209,812
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$  
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
    0 0 0 0 0
    b 85% of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		209,812 175,414 194,528 135,376 715,130
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		209,812 175,414 194,528 135,376 715,130
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		32,686 33,080 31,769 29,395 126,930
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PENELOPE P WILSON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 1,832  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....         -35,062
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		         
    9 Net income or (loss) from special events:     01 17,655  
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 19,487 -35,062
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-15,575
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    5 NET RENTAL INCOME USED TO MAINTAIN HISTORIC STRUCTURE
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    HISTORIC SUGARTOWN INCORPORATED
     
    Employer identification number

    23-2215382
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    HISTORIC SUGARTOWN INCORPORATED
          		Employer identification number
    23-2215382
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    MRS PENELOPE WILSON  
    1371 NORTH VALLEY ROAD
     
    MALVERN, PA19355

    		$ 102,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    NANCY EALES  
    402 DUTTON MILL ROAD
     
    MALVERN, PA19355

    		$ 13,031


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    TALLY FOUNDATION  
    30 VALLEY STREAM PARKWAY
     
    MALVERN, PA19355

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    ELIZABETH R MORAN  
    314 SOUTH VALLEY ROAD
     
    PAOLI, PA19301

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    HISTORIC SUGARTOWN INCORPORATED
          		Employer identification number

    23-2215382
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    HISTORIC SUGARTOWN INCORPORATED
          		Employer identification number

    23-2215382
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES-FINANCIAL AND TAX PREP 20,155 0 0 20,155

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    HISTORIC REAL ESTATE 1993-12-01 2,102,747 1,111,295 SL 40.000000000000 52,569 0 52,569  
    HISTORIC REAL ESTATE-IMPROV. 1994-06-30 22,327 11,485 SL 40.000000000000 558 0 558  
    HISTORIC REAL ESTATE-IMPROV. 1995-06-30 9,229 4,511 SL 40.000000000000 231 0 231  
    SIGN 1994-07-05 1,200 1,200 SL 7.000000000000 0 0 0  
    OFFICE VAULT 1994-07-14 1,488 1,488 SL 7.000000000000 0 0 0  
    LAND 1993-12-01 90,000   L   0 0 0  
    LIGHTING 1997-02-22 777 777 SL 7.000000000000 0 0 0  
    IMPROVEMENT- LID 1997-10-31 605 605 SL 7.000000000000 0 0 0  
    SEWER PUMP 1997-12-31 1,096 1,096 SL 7.000000000000 0 0 0  
    WASHER 1998-11-04 999 999 SL 5.000000000000 0 0 0  
    FURNITURE 2003-10-28 1,795 1,795 SL 7.000000000000 0 0 0  
    SAFE 2003-10-28 1,908 1,908 SL 7.000000000000 0 0 0  
    SIGN 2003-10-03 2,263 2,263 SL 7.000000000000 0 0 0  
    SECURITY SYSTEM 2003-11-06 6,070 6,070 SL 7.000000000000 0 0 0  
    BOOK BINDERY BUILDING 2003-03-15 329,742 97,554 SL 40.000000000000 8,244 0 8,244  
    GENERAL STORE BUILDING 2003-10-01 108,404 30,488 SL 40.000000000000 2,710 0 2,710  
    SITE IMPROVEMENTS - SPRING ROAD 2003-09-01 207,207 58,707 SL 40.000000000000 5,180 0 5,180  
    BARN 2003-01-15 113,633 34,092 SL 40.000000000000 2,841 0 2,841  
    DISPLAY 2003-09-12 1,202 1,202 SL 10.000000000000 0 0 0  
    LAND 2003-06-01 341,060   L   0 0 0  
    BOOK BINDERY BUILDING IMPROVEMENTS 2004-04-01 10,801 2,891 SL 40.000000000000 270 0 270  
    GARRETT HOUSE 2004-06-01 1,372,479 361,706 SL 40.000000000000 34,312 0 34,312  
    GENERAL STORE DISPLAY CASE 2004-06-01 2,691 2,691 SL 10.000000000000 0 0 0  
    BUILDING C 2 HVAC UNITS 2004-02-10 8,790 8,790 SL 10.000000000000 0 0 0  
    LAND SPRING ROAD 2004-05-13 406,881   L   0 0 0  
    MUSEUM DISPLAY 2005-06-05 8,476 8,056 SL 10.000000000000 420 0 353  
    SIGNS 2005-06-20 689 655 SL 10.000000000000 34 0 34  
    LANDSCAPEING SPRING ROAD 2005-06-17 1,845 1,757 SL 10.000000000000 88 0 88  
    BINERY FOUNDATION 2006-09-30 61,344 12,655 SL 40.000000000000 1,534 0 1,534  
    LANDSCAPE - CHESTNUT TREE 2006-07-31 200   L   0 0 0  
    COXE (CHEEVER) HOUSE 2007-11-01 1,660,758 297,553 SL 40.000000000000 41,519 0 41,519  
    FOUNDATION BINDERY 2007-11-01 125 22 SL 40.000000000000 3 0 3  
    COXE SITE IMPROVEMENT 2007-11-01 52,155 9,345 SL 40.000000000000 1,304 0 1,304  
    GARRETT HOUSE 2007-11-01 5,600 1,003 SL 40.000000000000 140 0 140  
    PERIMETER WALL 2007-11-01 109,569 19,630 SL 40.000000000000 2,739 0 2,739  
    BUILDING A - PORCH REST 2007-11-01 14,667 2,630 SL 40.000000000000 367 0 367  
    WHORRAL (CARRIAGE) BARN 2007-11-01 5,200 932 SL 40.000000000000 130 0 130  
    SECURITY SYSTEM - CHEEVER HOUSE 2007-11-18 4,830 4,830 SL 7.000000000000 0 0 0  
    GENERAL STORE 2007-11-01 12,843 2,301 SL 40.000000000000 321 0 321  
    SIGNS AND LANDSCAPING 2007-11-01 864 616 SL 10.000000000000 86 0 86  
    GARRETT HOUSE LIGHTING 2008-04-24 3,673 3,500 SL 7.000000000000 173 0 173  
    STONE BARN RAMP 2008-05-08 4,335 4,127 SL 7.000000000000 208 0 208  
    OVEN DOORS - CHEEVER HOUSE 2008-08-03 4,854 4,447 SL 7.000000000000 407 0 407  
    GARRET HOUSE - IRONS 2008-08-20 1,000 906 SL 7.000000000000 94 0 94  
    BARN AND GARRET HOUSE IMPROVEMENTS 2008-06-13 4,713 4,713 SL 5.000000000000 0 0 0  
    2 WATER HEATERS IN RENTAL PROPERTY 2008-11-15 1,794 1,794 SL 5.000000000000 0 0 0  
    CHEEVER HOUSE LIGHTING 2009-05-13 942 765 SL 7.000000000000 135 0 135  
    BANK BARN - NEW ROOF 2009-05-30 16,750 13,361 SL 7.000000000000 2,393 0 2,393  
    WOOD STORM WINDOW IMPROVEMENTS 2009-12-01 10,938 10,938 SL 5.000000000000 0 0 0  
    SADDLER SHOP - PAINTING/IMPROVEMENTS 2009-04-13 7,694 7,694 SL 5.000000000000 0 0 0  
    WATTERMAN COTTAGE - OUTSIDE PAINTING 2009-04-13 7,694 7,694 SL 5.000000000000 0 0 0  
    GENERAL STORE - OUTSIDE PAINTING 2009-04-13 7,694 7,694 SL 5.000000000000 0 0 0  
    ACCESS BUILDING - OUTSIDE PAINTING 2009-04-13 7,694 7,694 SL 5.000000000000 0 0 0  
    SHARPLESS WORALL HOUSE - OUTSIDE PAINTING 2009-04-13 7,694 7,694 SL 5.000000000000 0 0 0  
    3RD FLOOR MEETING ROOM 2009-08-28 2,684 2,684 SL 5.000000000000 0 0 0  
    ARCHIVE BUILDING IMPROVEMENT 2009-02-13 2,450 2,450 SL 5.000000000000 0 0 0  
    WOOD STORM WINDOW IMPROVEMENTS 2009-12-01 10,938 10,938 SL 5.000000000000 0 0 0  
    WOOD STORM WINDOW IMPROVEMENTS 2009-12-01 10,938 10,938 SL 5.000000000000 0 0 0  
    FIREHOUSE IMPROVEMENTS 2010-01-01 122,020 15,645 SL 39.000000000000 3,129 0 3,129  
    EXTERIOR PAINTING/IMPROVEMENTS 2010-07-28 5,150 4,549 SL 5.000000000000 601 0 601  
    COMPRESSOR 2010-09-10 1,342 832 SL 7.000000000000 192 0 192  
    NEW ROOF - SADDLER'S SHOP & HOUSE 2011-06-03 12,320 6,307 SL 7.000000000000 1,760 0 1,760  
    WATERMAN COTTAGE - MAINT/REPAIR CHIMNEY 2011-10-27 2,500 1,131 SL 7.000000000000 357 0 357  
    MAC LAPTOP 2012-12-04 3,009 1,254 SL 5.000000000000 602 0 602  
    NEW HVAC - SPRING ROAD 2013-08-23 5,590 745 SL 10.000000000000 559 0 559  
    BINDERY PAINTING - SPRING ROAD 2013-07-01 6,900 2,070 SL 5.000000000000 1,380 0 1,380  
    WELL PUMP - SUGARTOWN 2013-06-14 1,432 324 SL 7.000000000000 205 0 205  
    PORCH PAINTING - SUGARTOWN 2013-05-16 4,000 1,333 SL 5.000000000000 800 0 800  
    MACBOOK PRO 2014-03-07 2,350 392 SL 5.000000000000 470 0 470  
    OFFICE EQUIPMENT - DESK CHAIRS 2014-03-15 1,114 133 SL 7.000000000000 159 0 159  
    CARPENTY - FIREHOURSE 2014-04-07 4,964 745 SL 5.000000000000 993 0 993  
    PAINING AND IMPROVEMENTS - FIREHOUSE 2014-04-21 1,203 160 SL 5.000000000000 241 0 241  
    MUSEUM UPGRADES - FIREHOUSE 2014-04-01 1,598 240 SL 5.000000000000 320 0 320  
    KITCHEN RENOVATION 2014-12-31 5,000   SL 40.000000000000 125 0 125  
    SEPTIC TANK PUMP 2014-10-24 2,290 55 SL 7.000000000000 327 0 327  
    HEATING SYSTEM 2014-11-01 4,850 81 SL 10.000000000000 485 0 485  
    STEP REPAIRS 2014-06-03 1,600 133 SL 7.000000000000 229 0 229  
    WATER TREATMENT SYSTEM 2014-05-01 4,097 390 SL 7.000000000000 585 0 585  
    GENERAL STORE ADMISSION DESK 2014-07-01 4,730 338 SL 7.000000000000 676 0 676  
    ROOF REPAIR/ REPLACEMENT 2014-12-31 4,300   SL 7.000000000000 614 0 614  
    NEW HEATING SYSTEM 2015-09-17 12,450   SL 5.000000000000 623 0 623  
    PAINTING EXTERIOR-GARRETT HOUSE 2015-06-04 7,341   SL 5.000000000000 856 0 856  
    PAINTING REAR EXTERIOR-WORRALL HOUSE 2015-07-18 1,420   SL 5.000000000000 118 0 118  
    NEW HEATING SYSTEM-GENERAL STORE 2015-01-03 16,536   SL 5.000000000000 3,307 0 3,307  
    LINEN CART 2015-10-21 4,500   SL 5.000000000000 150 0 150  

    TY 2015 InvestmentsOtherSchedule2
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 226,822 226,822

    TY 2015 LandEtcSchedule2
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    HISTORIC REAL ESTATE 2,102,747 1,163,864 938,883  
    HISTORIC REAL ESTATE-IMPROV. 22,327 12,043 10,284  
    HISTORIC REAL ESTATE-IMPROV. 9,229 4,742 4,487  
    SIGN 1,200 1,200 0  
    OFFICE VAULT 1,488 1,488 0  
    LAND 90,000 0 90,000  
    LIGHTING 777 777 0  
    IMPROVEMENT- LID 605 605 0  
    SEWER PUMP 1,096 1,096 0  
    WASHER 999 999 0  
    FURNITURE 1,795 1,795 0  
    SAFE 1,908 1,908 0  
    SIGN 2,263 2,263 0  
    SECURITY SYSTEM 6,070 6,070 0  
    BOOK BINDERY BUILDING 329,742 105,798 223,944  
    GENERAL STORE BUILDING 108,404 33,198 75,206  
    SITE IMPROVEMENTS - SPRING ROAD 207,207 63,887 143,320  
    BARN 113,633 36,933 76,700  
    DISPLAY 1,202 1,202 0  
    LAND 341,060 0 341,060  
    BOOK BINDERY BUILDING IMPROVEMENTS 10,801 3,161 7,640  
    GARRETT HOUSE 1,372,479 396,018 976,461  
    GENERAL STORE DISPLAY CASE 2,691 2,691 0  
    BUILDING C 2 HVAC UNITS 8,790 8,790 0  
    LAND SPRING ROAD 406,881 0 406,881  
    MUSEUM DISPLAY 8,476 8,476 0  
    SIGNS 689 689 0  
    LANDSCAPEING SPRING ROAD 1,845 1,845 0  
    BINERY FOUNDATION 61,344 14,189 47,155  
    LANDSCAPE - CHESTNUT TREE 200 0 200  
    COXE (CHEEVER) HOUSE 1,660,758 339,072 1,321,686  
    FOUNDATION BINDERY 125 25 100  
    COXE SITE IMPROVEMENT 52,155 10,649 41,506  
    GARRETT HOUSE 5,600 1,143 4,457  
    PERIMETER WALL 109,569 22,369 87,200  
    BUILDING A - PORCH REST 14,667 2,997 11,670  
    WHORRAL (CARRIAGE) BARN 5,200 1,062 4,138  
    SECURITY SYSTEM - CHEEVER HOUSE 4,830 4,830 0  
    GENERAL STORE 12,843 2,622 10,221  
    SIGNS AND LANDSCAPING 864 702 162  
    GARRETT HOUSE LIGHTING 3,673 3,673 0  
    STONE BARN RAMP 4,335 4,335 0  
    OVEN DOORS - CHEEVER HOUSE 4,854 4,854 0  
    GARRET HOUSE - IRONS 1,000 1,000 0  
    BARN AND GARRET HOUSE IMPROVEMENTS 4,713 4,713 0  
    2 WATER HEATERS IN RENTAL PROPERTY 1,794 1,794 0  
    CHEEVER HOUSE LIGHTING 942 900 42  
    BANK BARN - NEW ROOF 16,750 15,754 996  
    WOOD STORM WINDOW IMPROVEMENTS 10,938 10,938 0  
    SADDLER SHOP - PAINTING/IMPROVEMENTS 7,694 7,694 0  
    WATTERMAN COTTAGE - OUTSIDE PAINTING 7,694 7,694 0  
    GENERAL STORE - OUTSIDE PAINTING 7,694 7,694 0  
    ACCESS BUILDING - OUTSIDE PAINTING 7,694 7,694 0  
    SHARPLESS WORALL HOUSE - OUTSIDE PAINTING 7,694 7,694 0  
    3RD FLOOR MEETING ROOM 2,684 2,684 0  
    ARCHIVE BUILDING IMPROVEMENT 2,450 2,450 0  
    WOOD STORM WINDOW IMPROVEMENTS 10,938 10,938 0  
    WOOD STORM WINDOW IMPROVEMENTS 10,938 10,938 0  
    FIREHOUSE IMPROVEMENTS 122,020 18,774 103,246  
    EXTERIOR PAINTING/IMPROVEMENTS 5,150 5,150 0  
    COMPRESSOR 1,342 1,024 318  
    NEW ROOF - SADDLER'S SHOP & HOUSE 12,320 8,067 4,253  
    WATERMAN COTTAGE - MAINT/REPAIR CHIMNEY 2,500 1,488 1,012  
    MAC LAPTOP 3,009 1,856 1,153  
    NEW HVAC - SPRING ROAD 5,590 1,304 4,286  
    BINDERY PAINTING - SPRING ROAD 6,900 3,450 3,450  
    WELL PUMP - SUGARTOWN 1,432 529 903  
    PORCH PAINTING - SUGARTOWN 4,000 2,133 1,867  
    MACBOOK PRO 2,350 862 1,488  
    OFFICE EQUIPMENT - DESK CHAIRS 1,114 292 822  
    CARPENTY - FIREHOURSE 4,964 1,738 3,226  
    PAINING AND IMPROVEMENTS - FIREHOUSE 1,203 401 802  
    MUSEUM UPGRADES - FIREHOUSE 1,598 560 1,038  
    KITCHEN RENOVATION 5,000 125 4,875  
    SEPTIC TANK PUMP 2,290 382 1,908  
    HEATING SYSTEM 4,850 566 4,284  
    STEP REPAIRS 1,600 362 1,238  
    WATER TREATMENT SYSTEM 4,097 975 3,122  
    GENERAL STORE ADMISSION DESK 4,730 1,014 3,716  
    ROOF REPAIR/ REPLACEMENT 4,300 614 3,686  
    NEW HEATING SYSTEM 12,450 623 11,827  
    PAINTING EXTERIOR-GARRETT HOUSE 7,341 856 6,485  
    PAINTING REAR EXTERIOR-WORRALL HOUSE 1,420 118 1,302  
    NEW HEATING SYSTEM-GENERAL STORE 16,536 3,307 13,229  
    LINEN CART 4,500 150 4,350  


    TY 2015 LegalFeesSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 632 0 0 632


    TY 2015 OtherAssetsSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ANTIQUES 377,112 377,112 377,112


    TY 2015 OtherDecreasesSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Description Amount
    UNREALIZED LOSS 5,781


    TY 2015 OtherExpensesSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REPAIRS & MAINTENANCE 21,101 2,678 2,677 15,746
    LAWNCARE 22,172 3,732 3,732 14,708
    INSURANCE 13,171 1,666 1,665 9,840
    ADVERTISING 5,605 0 0 5,605
    FUNDRAISING-EVENT COSTS 13,092 0 6,546 6,546
    OFFICE EXPENSE 9,761 0 0 9,761
    TRASH 1,160 226 226 708
    DUES 580 0 0 580
    SECURITY 3,588 700 699 2,189
    WORKERS COMP 713 0 0 713
    STRATEGIC PLANNING 5,400 0 0 5,400


    TY 2015 OtherIncomeSchedule2
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 30,747   30,747


    TY 2015 OtherIncreasesSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Description Amount
    INVESTMENT INCOME NOT ALLOCATED 5,709


    TY 2015 OtherLiabilitiesSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS 6,590 5,691


    TY 2015 SubstantialContributorsSch
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Name Address
    PENELOPE WILSON 1371 N VALLEY ROAD
    MALVERN,PA19355


    TY 2015 TaxesSchedule
    Name:
    HISTORIC SUGARTOWN INCORPORATED
    EIN:
    23-2215382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 9,818 3,791 0 6,027
    PAYROLL TAXES 9,023 0 0 9,023